Defined Benefit (Pension) · DOL Form 5500 · 2024

Franciscan Alliance, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
312
Participants Below avg headcount
78th
Percentile by assets National rank
$98,489
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Lafayette Health Services, Inc. Pension Security Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance

$31M in assets, 312 participants

Franciscan Alliance, Inc.'s Greater Lafayette Health Services, Inc. Pension Security Plan reported $31M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,702 in Healthcare & Social Assistance (16,916 peers)

Where Greater Lafayette Health Services, Inc. Pension Security Plan sits by assets

Greater Lafayette Health Services, Inc. Pension Security Plan sits in the top quartile of all filed plans by assets, $31M for 312 participants (~$98,489/participant), down 4.2% in 2024.

#13,702
in Healthcare & Social Assistance (16,916 peers)
-4.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Lafayette Health Services, Inc. Pension Security Plan's outsized position by total assets

Greater Lafayette Health Services, Inc. Pension Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,728,572 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Greater Lafayette Health Services, Inc. Pension Security Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Lafayette Health Services, Inc. Pension Security Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greater Lafayette Health Services, Inc. Pension Security Plan reported net income fell from $588K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Greater Lafayette Health Services, Inc. Pension Security Plan reported participants fell from 355 in the plan year 2023 filing to 312 in the plan year 2024 filing.
  • Greater Lafayette Health Services, Inc. Pension Security Plan end-of-year assets fell from $32M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352056396 · Franciscan Alliance, Inc. PY 2024 · Defined Benefit (Pension)

Greater Lafayette Health Services, Inc. Pension Security Plan · $31M · 312 · 78th

  • EOY $31M
  • EOY 312
  • EOY 78th
  • EOY Defined Benefit (Pension)
  • EOY near Ashland Community Hospital Retirement Plan
  • EOY ind #13702

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Greater Lafayette Health Services, Inc. Pension Security Plan in the asset neighbourhood

Gardner Denver, Inc Pension PlanGardner Denver, Inc Pension …$31MMidland-Guardian Co. Salaried Employees' Pension PMidland-Guardian Co. Salarie…$31MHarte Hanks, Inc. Pension Plan IIHarte Hanks, Inc. Pension Pl…$31MGreater Lafayette Health Services, Inc. Pension Security PlanGreater Lafayette Health Ser…$31MAshland Community Hospital Retirement PlanAshland Community Hospital R…$31M
End-of-year total assets ($M) among Greater Lafayette Health Services, Inc. Pension Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$31M
Net Income-$1M
Employer EIN352056396
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Alliance, Inc.)

Sponsor-wide plan assets over time

All Franciscan Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 2.420289342844574% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M 202220232024 $31.5M $30.7M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 396 $31M
2023 1 355 $32M
2024 1 312 $31M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Greater Lafayette Health Services, Inc. Pension Security Plan, Total assets ($B): 0.030728572 · Participants: 312Greater Lafayette Health Services, Inc. Pension Security PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Greater Lafayette Health Services, Inc. Pension Security Plan side-by-side with 3 peers →

Greater Lafayette Health Services, Inc. Pension Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Ashland Community Hospital Retirement Plan in OR ($31M); by covered participants it is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greater Lafayette Health Services, Inc. Pension Security Plan assets move in 2024? ▼
Greater Lafayette Health Services, Inc. Pension Security Plan edged down modestly - down 4.2% during 2024, from $32M to $31M. Reported net income was -$1M.
How have Franciscan Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franciscan Alliance, Inc.'s sponsor-wide assets declined 2.4%, from $31M to $31M.
Where does Greater Lafayette Health Services, Inc. Pension Security Plan rank by assets among Form 5500 filers? ▼
Greater Lafayette Health Services, Inc. Pension Security Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Greater Lafayette Health Services, Inc. Pension Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ashland Community Hospital Retirement Plan in OR ($31M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Greater Lafayette Health Services, Inc. Pension Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (312 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352056396.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.